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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,711 | $202,342-25.0% | $172,753-12.2% | $152,909-0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.89% | 1029.88%-1007.0pp | 803.00%-780.1pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,956 | $5,857-49.5% | $5,144-42.5% | $4,764-38.0% |
| Participant deferral / active EE | $4,435 | $5,948-25.4% | $5,198-14.7% | $5,851-24.2% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |